Now that the Connector for Microsoft Dynamics has been installed and configured, the data has been prepared for integration and pickilists synchronised, the next step is to start running the integrations.

As an example, I’m going to step through the process of integrating the Unit of Measure Schedules from GP into the CRM Unit Groups.

One of the things that needs to be done before integrating Microsoft Dynamics GP with Microsoft Dynamics CRM is to synchronise the CRM picklists with data in GP. This can be done using the supplied Microsoft Dynamics CRM Picking Sync utility which is installed along with the Connector for Microsoft Dynamics.

There is no menu item created for this utility, so you will need to open Windows Explorer and navigate to the installation folder (%ProgramFiles(x86)%\Microsoft Dynamics\Microsoft Dynamics Adapter) and double click the Microsoft.Dynamics.Integration.GpToCrmPicklistSync.exe;

In this post, I’m going to highlight an issue which bit me when I was creating this series of posts using the Fabrikam, Inc. demo company.

This isn’t an issue I’ve encountered in the wild, so to speak, but it is a difference in how Microsoft Dynamics GP and Microsoft Dynamics CRM handle Unit of Measure Schedules and Unit Groups respectively.

Microsoft Dynamics GP allows for Unit of Measure Schedules to have two UoM details of the same name. For example, the Fabrikam, Inc. Unit of Measure Schedule Wire contains Spool defined as both 100.00 Foot and 33.33 Yard;

This is the fourth post in the series on how to install the Connector for Microsoft Dynamics GP; the first three posts covered the prerequisites, installation and adapter configuration. This one will show the step-by-step process to create a new integration between Microsoft Dynamics GP 2010 and Microsoft Dynamics 2011.

This is the third post in the series on how to install the Connector for Microsoft Dynamics GP; the first two posts covered the prerequisites and installation. This one will show the step-by-step process to configure the Microsoft Dynamics GP 2010 and Microsoft Dynamics 2011 adapters.

To configure the adapters, open the Connector for Microsoft Dynamics program (Start menu ¯ All Programs ¯ Microsoft Dynamics ¯ Microsoft Dynamics Adapter ¯ Connector for Microsoft Dynamics) where you will be presented, on first run, the Adapter Settings utility which will be on the Activate new adapters page.

Enter the Integration Account (in my case DOMAIN\DynamicsConnector) and password and also the URL for the Microsoft Dynamics CRM Discovery Service.

The account being used for the Integration Account needs to be a valid CRM user with organization level read privileges for SystemUser (I usually do this by creating a role only with this one security privilege) on the organisations you’re going to integrate into. This user will be added to the following security roles by the configuration utility (which I’ll cover in a moment);

System Customizer

Dynamics Integration (this security role is automatically created)

The URL for my system is http://azc-crm1:5555/XRMServices/2011/Discovery.svc (your address can be found in Dynamics CRM under Settings ¯ Customise ¯ Developer Resources);

Connector for Microsoft Dynamics is a tool available from Microsoft which allows Microsoft Dynamics CRM to be integrated with one of the three Microsoft Dynamics ERP products; AX, GP and NAV.

Being a Microsoft Dynamics GP focused blog, it is the integration to Microsoft Dynamics GP I’m going to take a look at over the next couple of weeks or so depending on how quickly I get the posts written and published.

Connector for Microsoft Dynamics provides a two way integration between Microsoft Dynamics CRM and Microsoft Dynamics GP with the below diagram showing the entities which can be integrated from one system to the other;

Dynamics GP Community

Login

Map of Visits

Disclaimer

This blog and its content is provided "AS IS" with no warranty of any kind, either expressed or implied, made in relation to the accuracy, reliability or content of the information herein. The author shall not be liable for any direct, indirect, incidental or consequential damages arising out of the use of, or inability to use, information or opinions expressed in this site and confers no rights.

The links in this blog may lead to third-party Web sites to provide access to third-party resources to assist you in finding other services and/or technical support resources. Information at these sites may change without notice and azurecurve is not responsible for the content at any third-party Web sites and does not guarantee the accuracy of third-party information.

Social Media & Other Sites

MVP Award

Licence

By continuing to use the site (by scrolling or navigating), you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.